AIB Market Talk features a bi-weekly discussion including our Economists and Treasury experts, providing you with specialist insight into the prevailing topics impacting Financial Markets. Our full legal disclaimer can be viewed here https://aib.ie/fxcentre/podcast-disclaimer. You can subscribe to the series or download individual episodes via iTunes, Android and Soundcloud.
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Description: Join Jane Kavanagh from AIB's Corporate Treasury desk alongside David McNamara, Chief Economist, for the latest edition of AIB Market Talk. The discussion explores the evolving global economic landscape, the outlook for interest rates and inflation, developments across currency markets, and what it all means for Ireland's economy in the months ahead. In this episode, the panel…
Join Jane Kavanagh from AIB's Corporate Treasury desk alongside David McNamara, Chief Economist, for this latest edition of AIB Market Talk. Using AIB's latest Irish Economic Outlook as the foundation, Jane and David unpack the key insights, exploring the global backdrop and the risks shaping growth, inflation and consumer behaviour in the year ahead. In this episode the panel discusses: Global…
Join Jane Kavanagh from AIB’s Corporate Treasury desk, alongside John Fahey, Senior Economist, and Pat O’Sullivan, Head of Real Estate Research, for this edition of AIB Market Talk. The discussion explores recent global market developments and what they mean for Ireland’s construction, housing and real estate sectors. In this episode, the panel discusses: The impact of geopolitical tensions on…
Join Jane Kavanagh from AIB’s Corporate Treasury desk, AIB Chief Economist David McNamara, Donal Whelton, Head of Agriculture & Food Manufacturing with AIB Business Banking, and Patrick Higgins, Head of Consumer Research, Food & Beverage at Goodbody, for this edition of AIB Market Talk focusing on Ireland’s agriculture and food manufacturing sector. In this episode, the panel discusses: How the…
Join Jane Kavanagh from AIB’s Corporate Treasury desk, AIB Chief Economist David McNamara, and Jonathan Clarke, Head of Hospitality, Tourism & Leisure with AIB Business Banking, for the first Market Talk podcast of 2026. In this wide‑ranging episode, the panel reflects on how the Irish economy and key sectors performed through a challenging 2025 and shares their outlook for 2026 amid ongoing…
Join Jane Kavanagh from AIB’s Corporate Treasury desk and AIB Senior Economist John Fahey for the final Market Talk podcast of 2025. In this special year-end episode, they reflect on a year dominated by uncertainty, trade tensions, and shifting central bank policies. Tune in for: A recap of 2025’s biggest market themes, including the impact of US tariffs and global trade agreements. Insights into…
Join host Jason Rehill from the AIB Treasury Services team, alongside AIB Senior Economist John Fahey, and special guest Pat O’Sullivan, Head of AIB Real Estate Finance Research, as they discuss the final Construction PMI survey reports for 2025 in this special episode of AIB Market Talk. Tune in as they discuss: The key aspects of the construction index number with commercial and residential…
Join host Jonathan Weir from AIB Treasury and AIB Chief Economist Dave McNamara for the latest PMIs edition of AIB Market Talk. In this episode, they delve into the November AIB Ireland Manufacturing and Services PMI data, exploring: How both sectors bounced back, with manufacturing and services posting robust growth after a softer patch earlier in the year. The key drivers behind the…
Join host Cormac Cunnane from the AIB Treasury team and AIB Chief Economist David McNamara as they break down the latest Economic Outlook report: Ireland’s growth forecast is revised up, with strong domestic demand and resilient multinationals. Tariff risks have eased, with effective rates lower than expected and key sectors shielded. Labour market growth is slowing, but wage growth remains solid.…
In this episode of AIB Market Talk, host Joanne McCabe from AIB’s Customer Treasury Services team is joined by Senior Economist John Fahey to unpack the latest developments in global financial markets. Tune in as they discuss: The outcomes of recent ECB, Bank of England, and Federal Reserve meetings, including policy decisions and market surprises. Why the ECB remains steady, the Fed delivered a…